Are you an experienced accountant tired of the fire-drill culture in public accounting? Want to grow, make an impact, and still get home for dinner? Join us at Aligned CPA in Lake City, FL.

We’re not your typical accounting firm. At Aligned, we build deep client relationships, work on meaningful accounting and tax strategies year-round, and actually like our clients and our team. We’re hiring an Accounting & Tax Manager (ATM) to manage a section of our business clients and support our accounting team with process excellence and collaborative energy.

This is a full-time, in-person or hybrid position with a stable, process-driven, people-first team.

What this job is NOT:

• Overtime and overworked
• Extreme tax season crunch
• Putting up with jerks or ungrateful clients
• Sink or swim without training
• Working by yourself
• Having to sell clients or be a rainmaker
• Old school practice with no systems

What this job IS:

• Serving small business clients year round
• Surrounded by great staff accountants and admin teams
• Production incentives to decide how much you want to work and make
• Work life balance, even during tax season
• Proven systems and software
• Collaborative team
• Continuous learning and improvement
• Building client relationships and talking to small business owners

Aligned CPA is a unique and successful Lake City, FL based accounting firm (near Gainesville, FL and Jacksonville, FL). We have a history of growth in each of our 12 years of business and now we are looking for an exceptional person to fill a new position.

WHY YOU'LL LOVE IT HERE:

• No “tax crunch” chaos
• Competitive salary + production-based incentives
• Proven processes and systems that support success
• In-office role with a healthy work-life balance
• A positive team culture that values respect, fun, and growth
• Clients who appreciate your expertise and the value you bring

We use a systematic approach to partner with our clients where we provide a package of services which includes monthly accounting, tax planning and preparation, payroll and business advice. In essence, we help small business owners be better organized, helping them grow and be more profitable while helping them save on taxes.

RESPONSIBILITIES:

• Supervise the monthly accounting and tax process for a portfolio of small business clients
• Provide real-time planning, proactive insights, and practical financial guidance
• Review tax returns (1040, 1065, 1120) and manage workload throughout the year
• Support and collaborate with staff accountants to ensure accuracy and consistency
• Conduct quarterly client meetings, provide Loom video tax summaries, and build strong client relationships
• Ensure timely delivery of tax projections, estimates, and financial reports

QUALIFICATIONS:

• +4 year experience with Quickbooks Online
• +4 years experience preparing tax returns
• Comfortable working with small business owners and building relationships
• Evidence of supervisory ability
• Bachelors Degree or equivalent (Accounting emphasis is helpful, but not required)
• Enjoys numbers and is technologically savvy with computers
• Enrolled Agent or CPA

COMPENSATION AND BENEFITS:

• Salary and Incentive: $75,000 - $115,000 + performance bonuses
• 3% Retirement Match with Simple IRA
• Paid Holidays & Paid Time Off
• Flexible schedule
• Growth Opportunities &and Continuous Learning

READY TO APPLY?

Send us your resume and a cover letter. Bonus points if you include a 1 minute video about yourself (or really anything so we know you're tech-savvy)!